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Pinnacle West Capital

624 hedge funds and large institutions have $10.4B invested in Pinnacle West Capital in 2025 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 227 increasing their positions, 209 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

262% more call options, than puts

Call options by funds: $18M | Put options by funds: $4.98M

9% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 209

1% less capital invested

Capital invested by funds: $10.5B → $10.4B (-$58.3M)

0.81% less ownership

Funds ownership: 98.01%97.2% (-0.81%)

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 632624 (-8)

Holders
624
Holders Change
-8
Holders Change %
-1.27%
% of All Funds
8.19%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
63
Increased
227
Reduced
209
Closed
65
Calls
$18M
Puts
$4.98M
Net Calls
+$13M
Net Calls Change
+$5.27M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
401
Lifeworks Advisors
Michigan
$282K +$283K +3,140 New
EF
402
Empowered Funds
Pennsylvania
$273K +$6.66K +74 +2%
BJL
403
Brighton Jones LLC
Washington
$272K +$63.3K +703 +30%
Envestnet Portfolio Solutions
404
Envestnet Portfolio Solutions
Illinois
$269K +$44.1K +490 +19%
DDC
405
DF Dent & Co
Maryland
$269K
CCM
406
Coldstream Capital Management
Washington
$267K -$7.02K -78 -3%
HAS
407
Holland Advisory Services
Florida
$267K
JG
408
Jain Global
New York
$264K +$265K +2,947 New
KBC Group
409
KBC Group
Belgium
$263K
GI
410
GAMMA Investing
California
$262K +$46.6K +518 +22%
Nomura Holdings
411
Nomura Holdings
Japan
$257K +$258K +2,869 New
SO
412
STRS Ohio
Ohio
$255K +$180 +2 +0.1%
WC
413
Wexford Capital
Florida
$255K +$256K +2,849 New
MEAC
414
M.E. Allison & Co
Texas
$255K
HWM
415
HB Wealth Management
Georgia
$252K +$253K +2,809 New
ECM
416
Everence Capital Management
Indiana
$247K
SWM
417
Shepherd Wealth Management
Ohio
$247K
IPWA
418
International Private Wealth Advisors
California
$244K -$27.6K -307 -10%
AC
419
AXQ Capital
New Jersey
$241K +$242K +2,684 New
MGP
420
Metis Global Partners
California
$240K -$11.9K -132 -5%
EI
421
Ethic Inc
New York
$238K -$84.2K -935 -26%
OPA
422
Old Port Advisors
Maine
$235K -$53.1K -590 -18%
VI
423
Versor Investments
New York
$233K -$55.8K -620 -19%
JCFM
424
JBR Co Financial Management
Oklahoma
$232K -$5.58K -62 -2%
JIC
425
Johnson Investment Counsel
Ohio
$232K -$450 -5 -0.2%